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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
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  3. Third Avenue Management
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Third Avenue Management

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  • Asset Manager · CIK 0001099281
  • Boutique

Third Avenue Management, an asset manager overseeing $550.2M in disclosed equity holdings (SEC CIK 0001099281). The latest portfolio (2025Q4) discloses 51 positions across 9 sectors, with the largest positions in HCC, TDW and BCC. On a mark-to-market basis the tracked portfolio has returned 23.0% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Third's filingsView holdings↓
Portfolio
$550.21M
Positions
51
Quarter
2025Q4
Filings tracked
8
Since filing+23.0%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1

Holdings

Sorted by value · 2024Q2
59 positions
1
T
TDWTIDEWATER INC NEW
Energy·Oil & Gas Equipment & Services
8.33%
of portfolio
Number of shares
509,811 sh
Holdings current value
$48.54M
Avg closing price
$71.44
+19.9%
Last action
Trimmed 0.3%
2025Q4
Current $85.62
2
H
HCCWARRIOR MET COAL INC
Basic Materials·Coking Coal
8.23%
of portfolio
Number of shares
764,402 sh
Holdings current value
$47.98M
Avg closing price
$59.64
+48.6%
Last action
Trimmed 7.1%
2025Q4
Current $88.62
3
D
D18190898DEUTSCHE BANK A G
6.80%
of portfolio
Number of shares
2,481,698 sh
Holdings current value
$39.65M
Avg closing price
$15.75
Last action
New holding
2025Q4
Current —
4
G
G9460G101VALARIS LIMITED
5.37%
of portfolio
Number of shares
420,158 sh
Holdings current value
$31.30M
Avg closing price
$65.15
Last action
Trimmed 0.3%
2025Q4
Current —
5
O
ORIOLD REP INTL CORP
Financial Services·Insurance - Property & Casualty
4.39%
of portfolio
Number of shares
827,848 sh
Holdings current value
$25.58M
Avg closing price
$30.72
+29.9%
Last action
Exited
2025Q3
Current $39.90
6
C
CMACOMERICA INC
4.17%
of portfolio
Number of shares
476,412 sh
Holdings current value
$24.32M
Avg closing price
$54.99
+61.3%
Last action
Exited
2025Q4
Current $88.67
7
L
LEN/BLENNAR CORP
3.87%
of portfolio
Number of shares
161,781 sh
Holdings current value
$22.56M
Avg closing price
$154.03
Last action
Added 0.1%
2025Q4
Current —
8
L
LAZLAZARD INC
Financial Services·Capital Markets
3.61%
of portfolio
Number of shares
550,809 sh
Holdings current value
$21.03M
Avg closing price
$41.87
+12.4%
Last action
Exited
2024Q4
Current $47.04
9
B
BNBROOKFIELD CORP
Financial Services·Asset Management
3.45%
of portfolio
Number of shares
484,530 sh
Holdings current value
$20.13M
Avg closing price
$43.12
+5.2%
Last action
Added 54.0%
2025Q4
Current $45.36
10
U
UHAL/BU HAUL HOLDING COMPANY
2.93%
of portfolio
Number of shares
284,509 sh
Holdings current value
$17.08M
Avg closing price
$66.22
Last action
Added 0.0%
2025Q4
Current —
11
C
CBRECBRE GROUP INC
Real Estate·Real Estate Services
2.79%
of portfolio
Number of shares
182,801 sh
Holdings current value
$16.29M
Avg closing price
$97.24
+53.5%
Last action
Trimmed 4.1%
2025Q4
Current $149.31
12
D
DHID R HORTON INC
Consumer Cyclical·Residential Construction
2.56%
of portfolio
Number of shares
105,990 sh
Holdings current value
$14.94M
Avg closing price
$164.52
-0.2%
Last action
Added 0.1%
2025Q4
Current $164.22
13
P
PLDPROLOGIS INC.REIT
Real Estate·REIT - Industrial
2.48%
of portfolio
Number of shares
128,889 sh
Holdings current value
$14.48M
Avg closing price
$125.89
+13.1%
Last action
Added 0.0%
2025Q4
Current $142.34
14
S
SUISUN CMNTYS INCREIT
Real Estate·REIT - Residential
2.23%
of portfolio
Number of shares
107,795 sh
Holdings current value
$12.97M
Avg closing price
$126.95
+2.1%
Last action
Added 0.1%
2025Q4
Current $129.60
15
U
UMBFUMB FINL CORP
Financial Services·Banks - Regional
2.14%
of portfolio
Number of shares
149,284 sh
Holdings current value
$12.45M
Avg closing price
$86.99
+42.1%
Last action
Trimmed 11.4%
2025Q4
Current $123.62
16
A
AMHAMERICAN HOMES 4 RENTREIT
Real Estate·REIT - Residential
2.04%
of portfolio
Number of shares
320,621 sh
Holdings current value
$11.91M
Avg closing price
$35.31
-13.3%
Last action
Added 37.5%
2025Q4
Current $30.61
17
J
JLLJONES LANG LASALLE INC
Real Estate·Real Estate Services
1.83%
of portfolio
Number of shares
51,990 sh
Holdings current value
$10.67M
Avg closing price
$195.09
+73.1%
Last action
Trimmed 24.9%
2025Q4
Current $337.63
18
W
WYWEYERHAEUSER CO MTN BEREIT
Real Estate·REIT - Specialty
1.68%
of portfolio
Number of shares
344,740 sh
Holdings current value
$9.79M
Avg closing price
$35.22
-29.0%
Last action
Added 2.9%
2025Q4
Current $25.00
19
F
FPHFIVE POINT HOLDINGS LLC
1.66%
of portfolio
Number of shares
3,310,930 sh
Holdings current value
$9.70M
Avg closing price
$3.26
+55.3%
Last action
Trimmed 0.4%
2025Q3
Current $5.06
20
M
MYRGMYR GROUP INC DEL
Industrials·Engineering & Construction
1.58%
of portfolio
Number of shares
67,757 sh
Holdings current value
$9.20M
Avg closing price
$171.59
+97.0%
Last action
Trimmed 21.9%
2025Q3
Current $338.05
21
R
RYNRAYONIER INCREIT
Real Estate·REIT - Specialty
1.58%
of portfolio
Number of shares
315,753 sh
Holdings current value
$9.19M
Avg closing price
$33.24
-35.9%
Last action
Trimmed 8.6%
2025Q4
Current $21.30
22
F
FRFIRST INDL RLTY TR INCREIT
Real Estate·REIT - Industrial
1.28%
of portfolio
Number of shares
157,130 sh
Holdings current value
$7.47M
Avg closing price
$52.48
+19.8%
Last action
Trimmed 1.0%
2025Q4
Current $62.85
23
S
SEBSEABOARD CORP DEL
Industrials·Conglomerates
1.27%
of portfolio
Number of shares
2,334 sh
Holdings current value
$7.38M
Avg closing price
$3224
+80.7%
Last action
Exited
2025Q4
Current $5824
24
F
FRPHFRP HLDGS INC
Real Estate·Real Estate Services
1.24%
of portfolio
Number of shares
253,055 sh
Holdings current value
$7.22M
Avg closing price
$44.95
-52.4%
Last action
Trimmed 21.9%
2025Q4
Current $21.40
25
E
ECPGENCORE CAP GROUP INC
Financial Services·Credit Services
1.22%
of portfolio
Number of shares
170,678 sh
Holdings current value
$7.12M
Avg closing price
$45.61
+84.4%
Last action
Added 0.2%
2024Q3
Current $84.10
26
I
ITICINVESTORS TITLE CO NC
Financial Services·Insurance - Specialty
1.21%
of portfolio
Number of shares
39,197 sh
Holdings current value
$7.06M
Avg closing price
$163.25
+49.0%
Last action
Added 0.0%
2025Q4
Current $243.19
27
K
KALUKAISER ALUMINUM CORP
Basic Materials·Aluminum
1.20%
of portfolio
Number of shares
79,623 sh
Holdings current value
$7.00M
Avg closing price
$88.27
+86.7%
Last action
Trimmed 5.0%
2025Q4
Current $164.84
28
P
PRAPROASSURANCE CORP
Financial Services·Insurance - Property & Casualty
1.18%
of portfolio
Number of shares
564,069 sh
Holdings current value
$6.89M
Avg closing price
$12.86
+91.6%
Last action
Trimmed 11.2%
2025Q4
Current $24.64
29
B
BATRAATLANTA BRAVES HLDGS INC
Communication Services·Entertainment
1.17%
of portfolio
Number of shares
164,438 sh
Holdings current value
$6.80M
Avg closing price
$41.90
+26.8%
Last action
—
Current $53.11
30
I
ICFIICF INTL INC
Industrials·Consulting Services
1.13%
of portfolio
Number of shares
44,257 sh
Holdings current value
$6.57M
Avg closing price
$139.89
-52.1%
Last action
Added 15.2%
2025Q4
Current $66.95
31
L
LXULSB INDS INC
Basic Materials·Chemicals
1.11%
of portfolio
Number of shares
787,909 sh
Holdings current value
$6.45M
Avg closing price
$8.78
+66.0%
Last action
Added 0.2%
2024Q3
Current $14.57
32
P
PBPROSPERITY BANCSHARES INC
Financial Services·Banks - Regional
1.07%
of portfolio
Number of shares
101,965 sh
Holdings current value
$6.23M
Avg closing price
$65.79
+5.8%
Last action
Added 0.2%
2024Q3
Current $69.63
33
C
COLLCOLLEGIUM PHARMACEUTICAL INC
Healthcare·Drug Manufacturers - Specialty & Generic
1.01%
of portfolio
Number of shares
182,281 sh
Holdings current value
$5.87M
Avg closing price
$35.37
-8.7%
Last action
Added 12.8%
2024Q4
Current $32.28
34
F
FNFFIDELITY NATIONAL FINANCIAL
Financial Services·Insurance - Specialty
1.01%
of portfolio
Number of shares
118,656 sh
Holdings current value
$5.86M
Avg closing price
$53.72
-4.1%
Last action
Added 270.9%
2025Q4
Current $51.54
35
T
TPHTRI POINTE HOMES INC
Consumer Cyclical·Residential Construction
1.00%
of portfolio
Number of shares
155,997 sh
Holdings current value
$5.81M
Avg closing price
$38.66
+21.3%
Last action
Added 0.0%
2025Q3
Current $46.89
36
S
SBSISOUTHSIDE BANCSHARES INC
Financial Services·Banks - Regional
0.99%
of portfolio
Number of shares
209,426 sh
Holdings current value
$5.78M
Avg closing price
$29.23
+13.4%
Last action
Trimmed 30.6%
2025Q4
Current $33.15
37
A
ALGALAMO GROUP INC
Industrials·Farm & Heavy Construction Machinery
0.95%
of portfolio
Number of shares
31,880 sh
Holdings current value
$5.52M
Avg closing price
$205.31
-15.1%
Last action
Added 40.2%
2025Q4
Current $174.35
38
W
WASHWASHINGTON TR BANCORP INC
Financial Services·Banks - Regional
0.94%
of portfolio
Number of shares
199,119 sh
Holdings current value
$5.46M
Avg closing price
$26.88
+17.0%
Last action
Exited
2024Q3
Current $31.44
39
H
HBBHAMILTON BEACH BRANDS HLDG C
0.94%
of portfolio
Number of shares
317,313 sh
Holdings current value
$5.45M
Avg closing price
$24.36
-14.9%
Last action
Exited
2025Q3
Current $20.74
40
S
SUPNSUPERNUS PHARMACEUTICALS INC
Healthcare·Drug Manufacturers - Specialty & Generic
0.87%
of portfolio
Number of shares
189,118 sh
Holdings current value
$5.06M
Avg closing price
$32.96
+52.9%
Last action
Added 0.2%
2024Q3
Current $50.39
41
B
BAMBROOKFIELD ASSET MANAGMT LTD
Financial Services·Asset Management
0.86%
of portfolio
Number of shares
132,103 sh
Holdings current value
$5.03M
Avg closing price
$42.01
+13.8%
Last action
Exited
2025Q2
Current $47.80
42
C
CETCENTRAL SECS CORPCEF
0.84%
of portfolio
Number of shares
111,210 sh
Holdings current value
$4.90M
Avg closing price
$41.77
Last action
Trimmed 7.8%
2025Q2
Current —
43
I
IVTINVENTRUST PPTYS CORPREIT
Real Estate·REIT - Retail
0.78%
of portfolio
Number of shares
183,296 sh
Holdings current value
$4.54M
Avg closing price
$25.71
+25.7%
Last action
Exited
2025Q2
Current $32.33
44
U
UNFUNIFIRST CORP MASS
Industrials·Specialty Business Services
0.69%
of portfolio
Number of shares
23,356 sh
Holdings current value
$4.01M
Avg closing price
$174.27
+50.3%
Last action
Added 12.0%
2025Q4
Current $261.88
45
L
LOWLOWES COS INC
Consumer Cyclical·Home Improvement Retail
0.53%
of portfolio
Number of shares
14,096 sh
Holdings current value
$3.11M
Avg closing price
$254.73
-3.2%
Last action
Exited
2024Q3
Current $246.54
46
E
ELMEWASHINGTON REAL ESTATE INVTREIT
Real Estate·REIT - Residential
0.25%
of portfolio
Number of shares
93,000 sh
Holdings current value
$1.48M
Avg closing price
$13.92
-84.8%
Last action
Exited
2025Q2
Current $2.12
47
R
ROICUSDRETAIL OPPORTUNITY INVTS CORREIT
0.19%
of portfolio
Number of shares
90,000 sh
Holdings current value
$1.12M
Avg closing price
$12.82
Last action
Exited
2025Q1
Current —
48
C
CTOCTO RLTY GROWTH INC NEWREIT
Real Estate·REIT - Diversified
0.19%
of portfolio
Number of shares
63,000 sh
Holdings current value
$1.10M
Avg closing price
$16.95
+15.5%
Last action
Exited
2025Q2
Current $19.58
49
H
HP5AEQUITY COMWLTHREIT
0.18%
of portfolio
Number of shares
55,000 sh
Holdings current value
$1.07M
Avg closing price
$18.88
Last action
Exited
2025Q2
Current —
50
W
WSRWHITESTONE REITREIT
Real Estate·REIT - Retail
0.18%
of portfolio
Number of shares
80,000 sh
Holdings current value
$1.06M
Avg closing price
$12.55
+51.1%
Last action
Exited
2025Q2
Current $18.96
51
B
BATRKATLANTA BRAVES HLDGS INC
Communication Services·Entertainment
0.18%
of portfolio
Number of shares
26,292 sh
Holdings current value
$1.04M
Avg closing price
$39.06
+23.8%
Last action
Trimmed 0.7%
2024Q3
Current $48.37
52
R
RMRRMR GROUP INC
Real Estate·Real Estate Services
0.14%
of portfolio
Number of shares
37,000 sh
Holdings current value
$836.2K
Avg closing price
$24.00
-30.3%
Last action
Exited
2025Q2
Current $16.73
53
P
PCHPOTLATCHDELTIC CORPORATIONREIT
0.14%
of portfolio
Number of shares
20,000 sh
Holdings current value
$787.8K
Avg closing price
$47.02
Last action
Exited
2025Q2
Current —
54
W
WCCWESCO INTL INC
Industrials·Industrial Distribution
0.13%
of portfolio
Number of shares
4,736 sh
Holdings current value
$750.8K
Avg closing price
$170.96
+86.1%
Last action
Added 4.5%
2025Q4
Current $318.19
55
T
TPHSTRINITY PL HLDGS INC
0.07%
of portfolio
Number of shares
3,475,472 sh
Holdings current value
$406.6K
Avg closing price
$0.15
-82.9%
Last action
Exited
2024Q4
Current $0.03
56
S
STCSTEWART INFORMATION SVCS COR
Financial Services·Insurance - Property & Casualty
0.06%
of portfolio
Number of shares
5,194 sh
Holdings current value
$322.4K
Avg closing price
$65.06
+9.0%
Last action
Exited
2025Q2
Current $70.94
57
V
VTMXVESTA REAL ESTATE CORPORATIOADR
Real Estate·Real Estate - Development
0.05%
of portfolio
Number of shares
10,000 sh
Holdings current value
$299.9K
Avg closing price
$27.36
+29.6%
Last action
Exited
2025Q2
Current $35.45
58
G
GRBKGREEN BRICK PARTNERS INC
Consumer Cyclical·Residential Construction
0.05%
of portfolio
Number of shares
5,000 sh
Holdings current value
$286.2K
Avg closing price
$60.23
+19.3%
Last action
Exited
2025Q2
Current $71.84
59
U
UHALAMERCO
Industrials·Rental & Leasing Services
0.02%
of portfolio
Number of shares
1,456 sh
Holdings current value
$89.9K
Avg closing price
$67.54
-21.1%
Last action
Exited
2025Q2
Current $53.29

Portfolio heatmap

Box size = % of portfolio · color = return since filing
TDW
8.33% · -10.1%
HCC
8.23% · +41.2%
DEUTSCHE BANK A G
6.80%
VALARIS LIMITED
5.37%
ORI
4.39% · +29.1%
CMA
4.17% · +73.7%
LEN/B
3.87%
LAZ
3.61% · +23.2%
BN
3.45% · +9.2%
UHAL/B
2.93%
CBRE
2.79% · +67.6%
DHI
2.56% · +16.5%
PLD
2.48% · +26.7%
SUI
2.23% · +7.7%
UMBF
2.14% · +48.2%
AMH
2.04% · -17.6%
JLL
1.83% · +64.5%
WY
1.68% · -11.9%
FPH
1.66% · +72.7%
MYRG
1.58% · +149.1%
RYN
1.58% · -26.8%
FR
1.28% · +32.3%
SEB
1.27% · +84.3%
FRPH
1.24% · -25.0%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services13 pos$129.0M30.4%
  • Real Estate15 pos$109.3M25.7%
  • Basic Materials3 pos$61.4M14.5%
  • Energy1 pos$48.5M11.4%
  • Industrials7 pos$33.5M7.9%
  • Consumer Cyclical4 pos$24.1M5.7%
  • Healthcare2 pos$10.9M2.6%
  • Communication Services2 pos$7.8M1.8%
(27.2% unclassified, excluded from %)